Going dotty over the Fed

Weekly investor research

22 September 2014

China eases liquidity conditions in a bid to ease the effects of reforms, including interest rate liberalisation. Russian consumers are happy and the Russian stock market becomes Euroclearable. Polls continue to show Marina winning in the second round of the Brazilian elections. Ukraine’s parliamentary approval of a roadmap for EU accession lowers default risk, in our view. S&P downgrades Venezuela. Panama and Costa Rica replace Denmark as the happiest countries on earth, but why are the happiest countries always the smallest countries?

Latest Insights

No nonsense Nabiullina

Weekly investor research

17 December 2018

The world’s toughest central banker hikes rates again. India’s political season kicks off in style. China’s economic data is mixed, but stronger investment and financing data offer more than a glimmer...

A closer look at EM bank lending

Weekly investor research

10 December 2018

EM is nearly 50% of global GDP, but EM countries have only issued 22% of the world’s outstanding bonds, so there is widespread recognition that EM countries are healthier than developed countries when...

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